Travel is the #1 activity that people look forward to in retirement. We are here to help you realize your Return on Life™

What is Virtuoso? 

Virtuoso is the leading network of luxury travel advisors and providers – representing the best of the best in global luxury brands. Accessible by invitation only, the organization is composed of elite travel specialists whose relationships with the world’s finest travel companies provide the network’s clientele with exclusive amenities, rare experiences and privileged access.

What is the purpose of the merrill lynch/virtuoso partnership?

You have already made the smart decision to work with your Merrill Lynch advisor, so you probably understand the value of working with a trusted partner in other aspects of your life. Merrill Lynch research has shown that travel is the #1 topic of discussion in a deeper conversation about the “Leisure Life Priority". By partnering with Virtuoso, your Merrill Lynch advisor provides you with access to a team member to help enrich one of your most valuable non-renewable assets – your leisure time.

what is a priority travel specialist?

In partnering with Merrill Lynch, Virtuoso has designated a handful of their very best travel professionals to be part of the program. Like a valued financial advisor, this subset of specialists is entrusted with managing the most valuable of assets for their clients at the highest professional standards in their industry. They provide advice, access, advocacy and accountability at every step of the travel planning process.

Who is my designated Priority Travel Specialist?

Cate Caruso

Meet Cate Caruso. Cate brings to her role of Priority Travel Specialist a unique set of skills honed during a professional career in project management in a variety of industries including enterprise technology systems, integrated architectural design systems and corporate media management for public broadcasting. Cate’s skills have transitioned seamlessly to her work as a Virtuoso travel advisor. With her passionate belief in the power of travel to change lives, Cate is honored to have this important role in the partnership. 

What can I expect when working with Cate?

As an avid traveler herself, Cate can provide first-hand recommendations for destinations and properties worldwide. She will work with you one-on-one to learn your travel preferences and needs, and design the perfect travel experience for you every time, taking care of the details from start to finish. In addition, Cate provides access to perks and amenities that are unavailable when booking yourself. At your favorite luxury hotels, enjoy complimentary room upgrades, free breakfast, up to $100 in resort credits, welcome amenities, and more. Love to cruise? Take advantage of complimentary shipboard credits, exclusive shore excursions, an onboard host, and even a private welcome aboard cocktail reception.

Next steps?

Feel free to connect with Cate at any time to discuss your travel needs! Click below to fill out a contact form and Cate will be in touch soon. In the meantime, click here for a handy reference sheet! 

Virtuoso Travel Advisor

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